Lloyd Advisory Services’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30,795
| Closed | -$1.69M | – | 108 |
|
|
2024
Q1 | $1.69M | Buy |
30,795
+22,960
| +293% | +$1.26M | 0.36% | 40 |
|
|
2023
Q4 | $437K | Buy |
+7,835
| New | +$437K | 0.21% | 59 |
|
|
2022
Q3 | – | Sell |
-2,764
| Closed | -$202K | – | 46 |
|
|
2022
Q2 | $202K | Buy |
2,764
+1,378
| +99% | +$101K | 0.16% | 63 |
|
|
2022
Q1 | $125K | Buy |
1,386
+407
| +42% | +$36.7K | 0.06% | 138 |
|
|
2021
Q4 | $85K | Buy |
+979
| New | +$85K | 0.04% | 149 |
|